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Supervision and the problem of rogue nonlawyer assistants
April 08, 2019

I read a scary article recently about data leaks. It didn’t come out of the legal world, but I think it’s applicable to our industry nonetheless. And the danger that made my ears perk up wasn’t about the fact that data was leaked in and of itself, but it was about how that data was leaked. Apparently, a study commissioned by Egress Software Te...See More

The Hidden, but Fixable Danger with PDFs
October 25, 2018

Imagine this hypo: You’re working on a transaction for a client, and the lending institution needs to send money to your trust account on your client’s behalf.
— Stay with me — this is not going where you think —
The lender sends you a fillable PDF form where you’re supposed to provide your wiring information (routing number, account numb...See More

I don't know WHY they bothered...
July 13, 2018

In 2018 there was an opinion issued by the American Bar Association. For the life of me, I don’t understand why they wrote this opinion.
Formal Opinion 481 entitled, “A Lawyer’s Duty to Inform a Current or Former Client of the Lawyer’s Material Error” was issued on April 17, 2018.
There’s nothing so earth shattering about requiring a lawyer t...See More

Wait, so you’re saying zealous is bad??
June 04, 2018

Believe it or not, but there are critics of our ethics rules. I know what you’re thinking, “How could that be? They are PERFECT.” I’m sorry to burst your bubble, but there really are scholars who have taken shots at the code.
One of the biggest complaints is that the current code amounts to nothing more than a how-to manual. How-to stay ...See More